Anic Equity¶
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Total return since start: 0.687 %¶
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Equity now: -----------------------------> 51529.67 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48330.61 Kr¶
PnL: ---------------------------------------> -756.96 Kr¶
DD now: ---------------------------------> -0.798 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 13:08:51.060893'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.160000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | -2.300000 | 764.000000 | 91.000000 | 13.520000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.390000 | 3521.180000 | 67.180000 | 1.940000 | 3453.999992 |
| HEBA B | 70 | -0.770000 | 2702.000000 | 66.000000 | 2.500000 | 2636.000010 |
| SAAB B | 8 | -0.120000 | 3423.200000 | 46.200000 | 1.370000 | 3377.000000 |
| Swedbank A | 3 | 2.790000 | 607.500000 | 43.500000 | 7.710000 | 564.000000 |
| Resurs Holding | 22 | 0.400000 | 611.380000 | 37.380000 | 6.510000 | 573.999998 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| AcadeMedia | 12 | -0.320000 | 592.560000 | 35.560000 | 6.380000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.780000 | 380.100000 | 25.100000 | 7.070000 | 355.000000 |
| Intrum | 4 | 0.740000 | 543.400000 | 16.400000 | 3.110000 | 527.000000 |
| Fasadgruppen Group | 38 | 1.110000 | 4157.200000 | 16.200000 | 0.390000 | 4140.999992 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Norva24 Group | 16 | -1.440000 | 547.200000 | 4.200000 | 0.770000 | 543.000000 |
| Creaspac SPAC | 6 | 0.000000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 247.440000 | 1.440000 | 0.590000 | 246.000000 |
| Securitas B | 6 | -1.550000 | 570.120000 | 0.120000 | 0.020000 | 570.000000 |
| Handelsbanken A | 5 | 0.370000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Coor Service Management Hold. | 8 | -0.260000 | 529.840000 | -2.160000 | -0.410000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.910000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Corem Property Group B | 59 | -1.780000 | 571.120000 | -5.880000 | -1.020000 | 576.999999 |
| Midsona B | 63 | -3.700000 | 573.300000 | -9.700000 | -1.660000 | 582.999984 |
| Boozt | 12 | -0.660000 | 1634.400000 | -19.600000 | -1.190000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.180000 | 3825.500000 | -24.500000 | -0.640000 | 3850.000000 |
| Essity B | 2 | -0.980000 | 544.600000 | -29.400000 | -5.120000 | 574.000000 |
| CTEK | 13 | -2.160000 | 495.560000 | -38.440000 | -7.200000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.420000 | 551.000000 | -43.570000 | -7.330000 | 594.565215 |
| Vivesto | 1368 | 0.190000 | 568.810000 | -44.190000 | -7.210000 | 612.999432 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.600000 | 2991.600000 | -92.400000 | -3.000000 | 3083.999994 |
| OX2 | 22 | -0.860000 | 1766.600000 | -222.400000 | -11.180000 | 1989.000002 |
| Axfood | 15 | -0.150000 | 4039.500000 | -260.500000 | -6.060000 | 4300.000005 |
| Ovzon | 64 | -2.590000 | 3366.400000 | -629.600000 | -15.760000 | 3996.000000 |
| TOTAL | 48330.610000 | -756.960000 | -0.79837% | 49087.564636 |
Updated:¶
'2023-01-31 13:09:04.503814'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
